Post-Closing Specialist

Overview

Are you passionate about making a real impact in the home buying journey? At Tri Pointe Solutions
, the financial services affiliate of Tri Pointe Homes
, we’re redefining what it means to purchase a home. Our dynamic team is driven by innovation, collaboration, and a shared commitment to excellence. We offer a comprehensive suite of services—including mortgage, title, escrow, homeowner’s and title insurance—all integrated under one roof to create a seamless, high-quality lending experience for our borrowers. If you're ready to be part of a forward-thinking company that’s shaping the future of the industry, apply to join our outstanding team.

Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is looking for an experienced individual to join our talented group in Arizona as a Post-Closing Specialist. The Post-Closing Specialist has primary responsibility for the daily post-closing functions within the Closing Department. Responsibilities include reviewing loan documents for compliance and completeness, ensuring timely shipping and delivery to investors, researching and responding to suspense conditions, tracking payment of government insurance premiums/funding fees, performing government insuring functions, acting as a servicing liaison, and managing the delivery of trailing documents.

• Monitor reports to ensure all funded files are shipped to an investor within applicable timeline.
• Review collateral tracking reports to ensure post-closing team is shipping collateral and collateral is received and dried by custodian within applicable timelines.
• Coordinate suspense conditions with applicable area of responsibility (processing, underwriting, closing, or sales) Track and respond to investor suspense items to ensure timely loan sales.
• Review documentation supplied by area of responsibility to ensure it will meet investor suspense criteria. May assist with identifying alternative methods of documentation to satisfy suspense condition.
• Prepare and distribute post-closing reports, as necessary. Maintain accuracy of post-closing status dates in the loan origination system for accurate reporting.
• Monitor reports to ensure delivery of trailing documents to investors by published deadlines.
• Perform various government insuring functions such as entering closed loan data in FHA Connection, uploading electronic case binders, reviewing and providing responses to HUD in LEAP Portal, and ensuring applicable mortgage insurance premium or funding fee is paid in respective agency portal.
• Monitor reports to ensure that all government loans are properly delivered and mortgage insurance certificates are obtained within required timeframe for loan insurability.
• Contribute proactively to the Post Closing team in a growing company.
• Monitor multiple reports in post-closing to ensure that areas of concern are being appropriately monitored and escalations to management are made as needed.
• Interact directly with borrowers, title and escrow partners, loan officers/sales managers, operations team members including processors, underwriters, closers, and builder contacts to ensure that all items required to clear investor suspense conditions are obtained in an expeditious manner.
• Perform data entry and reconciliation for interim servicing payments received by customers.
• Perform servicing liaison functions, interacting between customers who have questions about their loan once it has funded. May be required to interact with investor servicing departments to answer questions about escrow accounts, first payments, principal recasting, and other loan servicing activity.
• Identify trends where post-closing issues can be reduced or eliminated with proper training or updated procedures. Work with training manager and VP, National Fulfillment to implement procedures to reduce post-closing error percentages.
• Perform any and all other duties at the direction of their manager.

• High School diploma or equivalent
• 3-5 years Post-Closing, Processing or Closing experience required
• Knowledge of mortgage documents
• Strong attention to detail
• Excellent communication skills, verbal…